LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
923
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$18.7M
3
+$15M
4
AMZN icon
Amazon
AMZN
+$13.7M
5
MDLA
Medallia, Inc.
MDLA
+$6.24M

Top Sells

1
+$9.08M
2
+$3.68M
3
+$2.28M
4
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
+$1.74M
5
EXPE icon
Expedia Group
EXPE
+$1.26M

Sector Composition

1 Technology 20.97%
2 Financials 12%
3 Healthcare 11.1%
4 Communication Services 8.97%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.28M 0.32%
45,510
+1,261
52
$5.25M 0.32%
19,329
+5,780
53
$5.24M 0.32%
99,190
+8,900
54
$5.23M 0.32%
46,786
+11,560
55
$5.21M 0.32%
133,173
+7,693
56
$4.97M 0.3%
25,843
+1,647
57
$4.94M 0.3%
89,504
+7,152
58
$4.91M 0.3%
7,113
+164
59
$4.89M 0.3%
21,316
+680
60
$4.81M 0.29%
21,873
+2,175
61
$4.8M 0.29%
85,619
+11,472
62
$4.74M 0.29%
19,589
+1,268
63
$4.61M 0.28%
9,411
+470
64
$4.57M 0.28%
58,733
+1,752
65
$4.47M 0.27%
77,674
+891
66
$4.37M 0.27%
8,671
+180
67
$4.34M 0.26%
30,379
+3,188
68
$4.31M 0.26%
41,183
+5,635
69
$4.28M 0.26%
+43,489
70
$4.24M 0.26%
187,424
-80
71
$4.21M 0.26%
77,831
+1,418
72
$4.19M 0.26%
17,193
+1,841
73
$4.17M 0.25%
62,347
+2,729
74
$3.95M 0.24%
22,576
+403
75
$3.93M 0.24%
16,442
+3,347
1 2
3
4 5